Your estate is comprised of everything you own. No matter how large or modest, everyone has an estate that should be protected.
At Fitzwilliams Financial we use an in-house Estate Planning Attorney to property design and execute on all components that may be required for your estate plan. Remember in-house means they will be available to sit at the same conference table with your other service professionals.
At a very basic level your estate plan should include:
- Pour-over Will
- Medical Directive
- Trust
- Power of Attorney
More advanced estate planning has a seemingly endless number of tools that our Attorney is well versed on executing to include:
- Business structures such as LLC, FLLC, LP, S-Corp, C-Corp, FLP, (501(C)(3))
- Trust configurations such as Special Needs Trust, Revocable and Irrevocable Trust, CRAT,TQIP, GRAT, ILIT, SLAT, GRUT, CRUT, CST, Bypass Trust, IDGT, JTWROS, the list goes on!
- Other considerations such as Pre-Nuptial Agreements, Power of Attorney, Buy/Sell Agreements
